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Course Outline
Module 1 – Advanced Excel for Decision-Making (6 hours)
- Advanced formulas and functions (INDEX/MATCH, XLOOKUP, IF, nested formulas).
- Data analysis tools: PivotTables, PivotCharts, and an introduction to Power Query.
- Automation using macros and Copilot suggestions.
- Developing dashboards and reports to provide leadership insights.
- Practical exercises applied to healthcare and management scenarios.
Module 2 – PowerPoint for Impactful Presentations (6 hours)
- Professional slide design and storytelling techniques.
- Effective data visualization and strategic use of charts.
- Integration with Excel and the use of Copilot-generated presentations.
- Strategies for engaging executive audiences.
- Final project: building a presentation using Copilot.
Module 3 – Word for Professional Documentation (6 hours)
- Creating and formatting professional reports and proposals.
- Utilizing templates and styles for consistency and efficiency.
- Integrating Copilot for writing, summarizing, and editing content.
- Collaboration tools and version control mechanisms.
- Practical exercise: constructing a leadership report.
Module 4 – Outlook for Productivity and Team Organization (6 hours)
- Advanced email and calendar management techniques.
- Rules, categories, and automation for improved efficiency.
- Copilot assistance for drafting, summarizing, and scheduling.
- Integration with Teams and other Microsoft 365 tools.
- Time management strategies focused on leadership needs.
Module 5 – Microsoft Copilot in Leadership Workflows (6 hours)
- Overview of Copilot across the Microsoft 365 ecosystem.
- AI-assisted task automation in Excel, Word, and Outlook.
- Designing effective prompts for Copilot usage.
- Ethical AI use and best practices for data privacy.
- Hands-on practice: developing workflows using Copilot.
Summary and Next Steps
Requirements
- A foundational understanding of data management and reporting concepts.
- Prior experience with Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook.
- Familiarity with online collaboration platforms such as Teams or OneDrive.
Audience
- Managers and decision-makers looking to enhance productivity through Microsoft 365 and Copilot.
- Professionals tasked with preparing reports, presentations, and documentation for executive leadership.
- Teams seeking to utilize AI tools for automation and to generate strategic insights.
30 Hours
Testimonials (2)
Flexibility in the course delivery and the interactive approach. The trainer was open to questions, clarified doubts clearly and also considered participants suggestions during the sessions. The training was well structured and informative.
Soundarya Mohan - Mizuho Bank Europe N.V.
Course - Financial Analysis in Excel
the trainer's patience,
